Heather Brountas, CFP


9525 Birkdale Crossing Drive
Suite 308
HuntersvilleNC 28078
(704) 896-9985
(877) 259-5084 (fax)
9 a.m. to 5 p.m. Monday through Thursday 
9 a.m. to 2 p.m. Friday

Heather and her husband, Jeff Adams, live in Mooresville with their two cats and a saltwater aquarium full of interesting creatures.  Heather’s daughter, Jessica, and her step-daughter, Ashleigh, live in Maine and her step-son, Kevin, lives in Texas.  With over 20 years of experience in the financial services industry, Heather offers not only traditional financial planning by helping people prepare and achieve their future goals; but she also serves as an advocate to women who are going through a divorce.  Having seen the impact that not planning can have on people’s lifestyles, Heather is focused on helping others get a better understanding about what may make the most sense for them and allows them to focus on en

joying their lives.